AustralianSuper’s A.O. Smith AOS Stock Holding History

AustralianSuper’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,538	Closed	-$587K	–	220
2024 Q3	$587K	Buy	6,538 +3,483	+114%	+$288K	﹤0.01%	228
2024 Q2	$250K	Buy	+3,055	New	+$259K	﹤0.01%	233
2023 Q2	–	Sell	-242,446	Closed	-$16.8M	–	265
2023 Q1	$16.8M	Sell	242,446 -11,492	-5%	-$747K	0.1%	114
2022 Q4	$15M	Buy	253,938 +92,104	+57%	+$5.15M	0.1%	126
2022 Q3	$7.86M	Buy	161,834 +62,056	+62%	+$3.56M	0.06%	146
2022 Q2	$5.46M	Sell	99,778 -1,500	-1%	-$90K	0.03%	171
2022 Q1	$6.47M	Buy	+101,278	New	+$7.37M	0.04%	173
2021 Q4	–	Sell	-87,408	Closed	-$5.34M	–	183
2021 Q3	$5.34M	Buy	87,408 +16,555	+23%	+$1.16M	0.03%	173
2021 Q2	$5.11M	Sell	70,853 -4,858	-6%	-$335K	0.04%	158
2021 Q1	$5.12M	Buy	+75,711	New	+$4.6M	0.04%	148

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AustralianSuper's AOS Position: Q4 2024 in Review

AustralianSuper sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 6,538 shares — an estimated $587K sold.

AustralianSuper first reported a position in AOS in Q1 2021 and held it in 10 quarters. The position peaked at $16.8M in Q1 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

AustralianSuper reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
AustralianSuper sold 6,538 A.O. Smith shares in Q4 2024, an estimated $587K.
AustralianSuper first reported a position in A.O. Smith in Q1 2021 and held it in 10 quarters.
AustralianSuper's A.O. Smith position peaked at $16.8M in Q1 2023.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on AustralianSuper's 13F filing for Q4 2024, filed 30 Jan 2025.